Goldman has more than doubled its previous Nintendo Switch unit estimates for fiscal 2018 and 2019 from 6.5 and 7.5 million to 15.2 and 15.5 million. Higher Switch sales and expanding automotive margins account for the majority of the additional earnings, analyst Toshiya Hari wrote on Wednesday.

Despite the fact that Nvidia shares are already up 681 percent in the past three years, Hari sees more outperformance ahead for the stock.

“Of the three key segments (Gaming, Datacenter and Auto), the market has yet to fully appreciate the growth potential in Gaming and Datacenter, in our view,” Hari wrote.

While the market may not realize the strength of the coming 2018 product cycle in Gaming, Hari says traders are fully pricing in the anticipated deceleration in the second half of 2017.

In the Datacenter segment, Goldman anticipates robust demand for Nvidia from the artificial intelligence and machine learning markets.

Nvidia’s Datacenter segment is generating only $1.6 billion in annual revenue compared to the company’s anticipated total addressable 2020 market of $30 billion, leaving plenty of room for major growth ahead.

In addition to the earnings adjustment, Goldman has also raised its price target for Nvidia from $165 to $171, which represents 32x its fiscal 2019 earnings forecast.